Automated Continuous Salesforce Replication to Google Cloud SQL

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Salesforce data into your Google Cloud SQL instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Google Cloud SQL as a Replication Destination

Using CData Sync, you can replicate Salesforce data to Google Cloud SQL. To add a replication destination, navigate to the Connections tab. Then select the appropriate destination based on your Google Cloud SQL service (MySQL, PostgreSQL, or SQL Server).

MySQL

1. Click Add Connection.
2. Select MySQL as a destination.
3. Enter the necessary connection properties. To connect to MySQL, set the following:
   • Server: The IP address or domain name of the server you want to connect to.
   • Port: The port where the server is running.
   • User: The username of a user with read/write access to the database.
   • Password: The password of a user with read/write access to the database.
   • Database: The name of the database.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Jump to configuring the Salesforce connection.

PostgreSQL

1. Click Add Connection.
2. Select PostgreSQL as a destination.
3. Enter the necessary connection properties. To connect to PostgreSQL, set the following connection properties (CData Sync ships with the Npgsql ADO.NET Provider for PostgreSQL):
   • Server: The address of the server hosting the PostgreSQL database.
   • Port: The port used to connect to the server hosting the PostgreSQL database.
   • User: The user ID provided for authentication with the PostgreSQL database.
   • Password: The password provided for authentication with the PostgreSQL database.
   • Database: The name of the database.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Jump to configuring the Salesforce connection.

SQL Server

1. Click Add Connection.
2. Select SQL Server as a destination.
3. Enter the necessary connection properties. To connect to SQL Server, set the following:
   • Server: The name or network address of the computer running SQL Server.
   • User: The username provided for authentication with SQL Server, if using forms authentication.
   • Password: The password provided for authentication with SQL Server, if using forms authentication.
   • Database: The name of the SQL Server database.

   Java Edition

   The Java version requires the Microsoft SQL Server JDBC Driver, which can be downloaded from the Microsoft Download Center. Copy the JDBC driver to the lib folder of your Java Web server to make a connection.

4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Jump to configuring the Salesforce connection.

Configure the Salesforce Connection

You can configure a connection to Salesforce from the Connections tab. To add a connection to your Salesforce account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Salesforce).
3. Configure the connection properties.
   
   

   There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

   If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

   SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Salesforce data to Google Cloud SQL.